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Philip Morris

2,825 hedge funds and large institutions have $230B invested in Philip Morris in 2025 Q2 according to their latest regulatory filings, with 280 funds opening new positions, 1,112 increasing their positions, 1,024 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 1,112 | Existing positions reduced: 1,024

0.14% more ownership

Funds ownership: 80.93%81.07% (+0.14%)

13% less funds holding in top 10

Funds holding in top 10: 116101 (-15)

Holders
2,825
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.98B
Puts
$1.61B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JJBC
1251
James J. Burns & Company
New York
$1.44M
FOFP
1252
Fee-Only Financial Planning
South Carolina
$1.43M
AWAP
1253
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.43M
RC
1254
Rahlfs Capital
Texas
$1.43M
FAIM
1255
Financial Advocates Investment Management
Washington
$1.42M
RWM
1256
Revisor Wealth Management
Ohio
$1.42M
CSP
1257
Cary Street Partners
Virginia
$1.42M
SW
1258
SVB Wealth
Massachusetts
$1.41M
VWM
1259
VCI Wealth Management
Missouri
$1.41M
AIA
1260
Affinity Investment Advisors
California
$1.41M
NHT
1261
New Hampshire Trust
New Hampshire
$1.41M
TAM
1262
Tocqueville Asset Management
New York
$1.4M
LMKC
1263
L.M. Kohn & Company
Ohio
$1.39M
AFTS
1264
American Financial & Tax Strategies
New York
$1.39M
WA
1265
Wealth Architects
California
$1.39M
HAS
1266
Holland Advisory Services
Florida
$1.39M
BFG
1267
Bouchey Financial Group
New York
$1.39M
AWM
1268
Angeles Wealth Management
California
$1.38M
GLA
1269
Good Life Advisors
Pennsylvania
$1.38M
CWS
1270
Cypress Wealth Services
California
$1.38M
NCM
1271
Next Capital Management
New York
$1.38M
KWS
1272
Keystone Wealth Services
California
$1.38M
MMPW
1273
Mitchell McLeod Pugh & Williams
Alabama
$1.38M
EW
1274
Evoke Wealth
California
$1.37M
WAM
1275
Walker Asset Management
Missouri
$1.37M